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"TROUBLE WITH JOINT TENANCY"

Advantages of Working With Our Firm

Here is just a sample of the benefits of working with our office:

FREE unlimited telephone support. Answers to our estate planning clients’ questions are never more than a free telephone call away. Whether you need specific help with your own Trust or just want information on other estate planning strategies, give our helpful staff a call.

FREE My Legacy Workbooks for clients to complete and share with their families about their childhood, influences and memories.

FREE one-hour consultation during those difficult days after the death of a loved one. During this meeting, we’ll be available to help guide you through the essential steps you’ll need to undertake in the administration of the Trust. If you need additional support, our services will be available to you or the surviving Trustee at an hourly rate.

FREE regular Legacy and Estate Plan checkups, with more frequent reviews available if you so desire.

Finally, as a member of the American Academy of Estate Planning Attorneys, our firm has a wide range of benefits to offer you. For example, we can provide you with access to a nationwide network of qualified attorneys who can assist you with out-of-state transfers of title, provide help should you move to another state, or simply offer a referral to an out-of-state friend or family member who needs estate planning help.

In addition, the Academy provides its members with substantial legal, technical and practice management support to ensure we provide high quality estate planning service to our clients.

Securities offered through 1st Global Capital Corp. Member FINRA, SIPC. Investment advisory services offered through 1st Global Advisors, Inc. Placing business through 1st Global Insurance Services, Inc. Michele Tutoli insurance License # 0D57837. We currently have individuals licensed to offer securities in the states of Arizona, California, Colorado, Hawaii, Idaho, Illinois, Missouri, New Jersey, North Carolina, Nevada, New York, Oregon, and Utah. This is not an offer to sell securities in any other state or jurisdiction.